Zoho Books
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6190 results found
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47 votes
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Ability to budget for ALL Types of Accounts
We would like the flexibility to enter budgets for any type of account (not only P&L).
Considering we have significant capital expenditures, it is important that we:
- have robust budget to actual reporting capabilities for a variety of reports (BS, CF and P&L)
- can track timing of expenditures by specific account (i.e. cash flow purposes)
- project timing of capitalization (asset balance & depreciation)
This will help determine performance but allow us to make important business decisions.
9 votes -
Multiple Search Filter for Invoice, Bills
Multiple Search Filter for Invoice, Bills
1 vote -
GST ITC 04 report for jobworks
We need ITC 05 GST report for all job work delivery challans to vendors.
1 vote -
Why aren't task lines based on my service items?
What's the point of having service items if I can't use them in my projects? All of my project revenue goes into a single revenue account, rather than split by work type (per my service items).
4 votes -
Material receipt acknowledgement Field in customer portal
When my customer is able to bulk acknowledge the material receipts against the invoices in Customer portal,It would be treated as our digital Proof of delivery and if zoho enables option to download the acknowldgement status in excel,it would be fantastic
1 vote -
Enabling Bulk Download of Invoices in Customer Portal
Would be better if mu customer be able to dowload the invoices in bulk. Now it is only possible to view invoices one by one.
1 vote -
To create New field" Posting Date" apart from Invoice Date while creating Purchase Bills
In Zoho books, Stock summary report is generated based on the invoices and bills accounted.
We need a separate field like Posting date apart from Bill date so that Stock summary report will be generated based on posting date.
Because if myy vendor raise a bill on 30th June and if it reaches my end at 1st day of July,my inventory report is being confused after i accounted the same, Since I entered the date as specified in the bill.This leads to stock mismatch in the previous month and if there is a option like stock report generation based…
1 vote -
Project Budgeting should include cost of goods
Project budgeting should also have an option to budget for items/goods that will be purchased for completion of the project.
Currently project budgeting has option for only incorporating the services/man-hours.2 votes -
Multiple Languages for Terms and Conditions and Customer Notes
Many Countries have multiple official languages.
Sales Documents must be sent in the language of the Customer.
Currently, in Zoho the Terms and Condition applies generally to all Sales Documents. But, it must be that the Terms and Conditions and Customer Notes are in the language of the customer.1 vote -
discount feature
The Discount Field on invoices at the transaction level (not line item) should not only be by percentage. The invoice creator should also have the privilege to input a total discount value by themselves at the transaction level(not by percentage) which will now be deducted to get an invoice balance. Zoho books only provides for discount by percentage.
1 vote -
TAX management in Books
The possibility to track taxes in 2 separate accounts for inbound / outbound is a nice feature, but it needs to be improved to make it more usable (at least for EU)
1 - be able to have sub-accounts in the inbound / outbound tax accounts. All EU accountancy uses different VAT accounts for different TAX % + intra EU tax + outside EU TAX which have to be declared differently.
2 - for the items, it is highly possible that the inbound and outbound tax are different. So a separate field for Purchase tax would be a great addition.4 votes -
Autocharge Customer on Due Date
When an invoice is created and the customer has payment method in Zoho books, the system should be able to execute the charge on the due date. As it stands now, I have to remember each customer that prefers to be charged automatically and remember to go back and execute the charge on the due date. And there is not much help from within ZOHO Books to identify this customer or help with a reminder.
8 votes -
Pre-populate Estimates/Invoices with items we use all the time
Pre-populate Estimates/Invoices with items we use all the time. We have a roofing division and every estimate/invoice looks exactly the same so it would be so helpful to have a pre-population template that has those items already loaded.
4 votes -
in Accounts Transaction Report, i would suggest to add a column for "Project" or "Customer". It would be really valuable for us and for othe
in Accounts Transaction Report, i would suggest to add a column for "Project" or "Customer". It would be really valuable for us and for others in order to analyze the total spending's on particular project or customer.
1 vote -
We have to be able to set default COA for invoice based on customer currency
Please make the setting for set default COA for invoice that is created by Zoho Project, so we dont need to change the item's COA one by one manually on invoice
3 votes -
Hi we urgently need bank feeds for Danske Bank to work in Denmark too.
Dear Zoho. Due to Brexit, we have moved our company to Denmark. We are now trading 95% via Denmark. Token and Danske Banks works in the UK but so far Token has not fixed it for Danske Bank Denmark despite Danske Banks UK branch is run on the same platform via Denmark. We have to manually import 3 currency accounts and that is a lot of work for something that will take Token 18 minutes to fix. Please help and you than use us for marketing purposes in Denmark as there is a huge Gap in the market
4 votes -
1 vote
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show which projects are inactive while making invoice
If I add an inactive project to an invoice, rather than just tell me one of the entries is inactive, show me which project it is and let me switch it to active without losing all my work on drafting the invoice.
3 votes -
When creating an invoice, rather than having to click each individual unbilled project, add all unbilled projects at once
When creating an invoice, rather than having to click each individual unbilled project, add all unbilled projects at once. Right now you had to add each one individually, which is time consuming and unnecessary.
3 votes
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